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Low Risk Moderate Returns

Tax-efficient choice for higher than FD returns in 2-3 years. Through a near equal allocation to risk-free hedging instruments, Debt & Stocks, these funds mean low risk too.

Show returns & current values for:
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Investment: 6 Lakh

List of Low Risk Moderate Returns in India sorted by ET Money Ranking

Edelweiss Equity Savings Fund
AUM
₹389 Crs
Current Value
Return (p.a)
+ 12.03% + 35.21% N.A. + 15.92% + 4.33% + 12.16% + 19.9% + 14.67% + 2.2% + 14.83% + 15.8% + 16.45% + 8.63% + 19.46% + 1.37%
ETM Rank #2 of 21 in Equity Savings
Expense 0.59%
HDFC Equity Savings Fund
AUM
₹4,180 Crs
Current Value
Return (p.a)
+ 13.41% + 39.92% + 11.32% + 80.05% + 16.0% + 4.35% + 13.1% + 21.52% + 11.46% + 1.74% + 15.67% + 16.71% + 17.42% + 9.12% + 15.62% + 1.12%
ETM Rank #3 of 21 in Equity Savings
Expense 1.0%
Kotak Equity Savings Fund
AUM
₹5,132 Crs
Current Value
Return (p.a)
+ 13.59% + 40.55% N.A. + 18.15% + 4.9% + 14.58% + 24.14% + 15.58% + 2.33% + 17.14% + 18.33% + 19.35% + 10.11% + 19.62% + 1.38%
ETM Rank #4 of 21 in Equity Savings
Expense 0.73%
PGIM India Equity Savings Fund
AUM
₹91 Crs
Current Value
Return (p.a)
+ 8.88% + 25.03% + 8.57% + 55.68% + 9.37% + 2.6% + 7.8% + 12.48% + 9.17% + 1.41% + 8.89% + 9.38% + 9.37% + 4.96% + 10.49% + 0.77%
ETM Rank #6 of 21 in Equity Savings
Expense 0.52%
Sundaram Equity Savings Fund
AUM
₹816 Crs
Current Value
Return (p.a)
+ 13.53% + 40.32% + 10.86% + 75.72% + 19.3% + 5.2% + 14.33% + 23.7% + 20.53% + 3.02% + 17.44% + 18.66% + 19.23% + 10.05% + 25.87% + 1.78%
ETM Rank #10 of 21 in Equity Savings
Expense 0.55%
Axis Equity Saver Fund
AUM
₹908 Crs
Current Value
Return (p.a)
+ 11.92% + 34.87% N.A. + 13.96% + 3.82% + 11.85% + 19.35% + 10.46% + 1.6% + 15.08% + 16.07% + 16.68% + 8.74% + 17.04% + 1.21%
ETM Rank #14 of 21 in Equity Savings
Expense 1.1%
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